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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,031 | $160,028-90.6% | $147,080-89.8% | $145,884-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.80% | 98.60%-93.8pp | 420.17%-415.4pp | 551.85%-547.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,107 | $8,422-63.1% | $8,066-61.5% | $6,690-53.6% |
| Admin fee / account holder | $1,119 | $15,030-92.6% | $12,989-91.4% | $13,392-91.6% |